Waziper Perfex WhatsApp Notifications

Waziper WhatsApp – Perfex CRM WhatsApp Notifications Integration

📌 Overview

Our aim is to deliver maximum functionality while keeping everything user-friendly. With this integration, you can configure the plugin exactly as you need — all within Perfex CRM — to boost communication and security for both your customers and staff.

By connecting Perfex CRM to Waziper WhatsApp, you can send real-time notifications directly through WhatsApp, ensuring important updates never go unnoticed.

🔔 Why Use WhatsApp Notifications in Perfex?

• Improve security and trust by keeping customers updated instantly.

• Keep staff members informed with automated reminders.

• Reduce missed deadlines with smart alerts for invoices, proposals, and contracts.

• Enjoy seamless integration with your existing Perfex dashboard.

⚙️ Supported Actions

Once enabled, the integration automatically handles key workflows:

• Invoices

  • Overdue Notice

  • Due Date Reminder

  • Payment Recorded

• Estimates & Proposals

  • Estimate Expiration Reminder

  • Proposal Expiration Reminder

  • New Comment on Proposal (Customer)

  • New Comment on Proposal (Staff)

• Contracts

  • Contract Expiration Reminder

  • Contract Sign Reminder

  • New Comment on Contract (Customer)

  • New Comment on Contract (Staff)

• And More Coming Soon
  Additional triggers will be added in future updates of Perfex to keep your communication even more automated.

🖥️ Example Dashboard

With the Perfex WhatsApp Notifications Dashboard, you can:

• Manage your API Key and sender number easily.

• Toggle supported triggers on/off.

• Review notification logs for better tracking.

🚀 Conclusion

With Waziper WhatsApp integration for Perfex CRM, you can:

• Strengthen customer relationships.

• Keep staff aligned with timely updates.

• Streamline communication through the world’s most popular messaging app.

View File